About us
Ultimate FD is an award winning business which was launched in 2020. Since, we have successfully worked with over 100+ companies supporting them in gaining financial clarity, and restructuring their businesses for more time and money. Finance should not be a dirty word!
Ultimate FD offers unique innovative packages to support entrepreneurs with all their financially related problems, and provide all the services required to fill the finance skill gap in thier business.
Job Overview:
We are seeking a skilled Project Manager to join our team, responsible for managing all projects and operations in Ultimate FD to a world class standard ensuring world class communications, on time, and on budget project delivery. Manage all stakeholders, take a no nonsense approach and take pride in hitting deadlines.
Duties:
- Ensure all UFD Projects are being actively managed and progressed weekly (book in meetings, update clients, chase for information)
- Ensure Project Status Reports (PSRs) are updated daily and are always accurate
- Distribute all actions amongst team members and manage via Asana
- Maintain great relationships will all stakeholders and clients
- Plan workload and capacity at least 4 weeks in advance
- Be the first port of call for any client issues & emergencies
- Ensure all meetings are booked in rapidly to ensure successful completion of project
- Manage all project budgets and ensure all project are managed to budget
- Agree any overspends with clients and bill where required
- Attend a weekly 1:1 as well as team meetings
- Manage credit control process for clients
- Manage all client WhatsApp groups to ensure every client is responded to within 1 working day
- Clear email inbox to 0 daily
- Set up new project PSRs and detail full project plans
- Agree all project deadlines with clients
- Manage all status updates on projects
- Set up any new / supporting schedules required for effective project management
- Flag up any at risk budgets
- Main point of contact with external bookkeeing providers to resolve team issues, invoice issues, personnel issues, and any other issues that arise (conducted via weekly call)
- Recruit new Finance Team Members
- Oversee client on boarding ensuring all information is added to appropriate systems, invoices paid
- Provide clients with weekly project updates
- Main point of contact for any client comms and meeting rescheduling
- Manage the UFD Board time frames and delivery with all parties involved to ensure delivery is world class
- Build online reviews via TrustPilot / Google
- Gain NPS Score at the end of each project (3 client chases)
- Book in and manage all team events & meetings ensuring zoom links are sent, and the right attendees are invited and have confirmed
- Manage & support in FD time commitments and diary management
- Oversee the organisation of Christmas gifts for all clients (commence October)
- Oversee organisation of birthday gifts for clients
Qualifications & Experience
- Proven experience in project management with a focus on organisational skills
- Previous experience managing financial consultancy projects would be a bonus
- Proficiency in managing projects via tools like Asana, google sheets and excel
- Strong leadership capabilities with the ability to motivate and guide teams towards successful project completion
- Excellent communication skills to present project updates and reports effectively
Benefits
- Work from Home
- Virtual Role
- Flexible Hours
- Autonomy
- Hours can scale based on workload
- Progression opportunities
- Pay range £17 to £27.5 per hour (dependent on exerience)
Other
- Open to international applicants (we current work with people in the Phillipines and South Africa).
This is an exciting opportunity for a talented Project Manager to contribute to our dynamic team.
Job Type: Part-time
Pay: £17.00-£27.50 per hour
Benefits:
- Company events
- Flexitime
- Work from home
Schedule:
Experience:
- Project Management: 5 years (preferred)
Work Location: Remote
Application deadline: 26/06/2024
